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MGE Energy Inc
MGEE

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198 → 201 (+3)

0.89% less ownership

Funds ownership: 54.08% → 53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
61
Reduced
64
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$3.73M
2
BlackRock
BlackRock
New York
+$3.02M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$2.38M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.12M
5
CAN
Cetera Advisor Networks
California
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$14.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$10.7M
3
Goldman Sachs
Goldman Sachs
New York
-$7.37M
4
N
Nuveen
North Carolina
-$3.5M
5
EP
Edgestream Partners
New Jersey
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M +$292K +3,849 +26%
AIG
52
American International Group
New York
$1.25M +$49.1K +648 +4%
CSS
53
Cubist Systematic Strategies
Connecticut
$1.21M +$1.34M +17,671 New
Deutsche Bank
54
Deutsche Bank
Germany
$1.2M -$868K -11,450 -39%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$1.14M +$152 +2 +0%
GA
56
Goldstein Advisors
Wisconsin
$1.1M – – –
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$1.09M +$106K +1,391 +10%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$1.09M – – –
Osaic Holdings
59
Osaic Holdings
Arizona
$1.06M +$138K +1,813 +13%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$1.02M +$4.47K +59 +0.4%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$1M -$430K -5,672 -28%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$996K +$399K +5,260 +57%
SO
63
STRS Ohio
Ohio
$993K +$311K +4,100 +39%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$936K -$2.65K -35 -0.3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$936K +$234K +3,088 +29%
Renaissance Technologies
66
Renaissance Technologies
New York
$918K +$83.4K +1,100 +9%
Wells Fargo
67
Wells Fargo
California
$902K -$444K -5,859 -31%
Barclays
68
Barclays
United Kingdom
$891K -$69.7K -919 -7%
KA
69
KLCM Advisors
Wisconsin
$889K – – –
VRS
70
Virginia Retirement Systems
Virginia
$836K -$197K -2,600 -18%
Citadel Advisors
71
Citadel Advisors
Florida
$796K +$881K +11,621 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$770K +$852K +11,232 New
MAM
73
Madison Asset Management
Wisconsin
$760K – – –
HAI
74
Hennessy Advisors Inc
California
$738K – – –
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$731K +$4.55K +60 +0.6%
1 2
3
4 5

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.